Find available document types without a manual lookup
Keep a simple reference to the document types available in Better Proposals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Document Types
Why this helps
An unfamiliar document type can derail a proposal task while you search for the right option.
- Retrieve document types for a quick reference.
- Reduce repeated searches for available types.
- Make document type selection easier when preparing a workflow.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Better Proposals once in the Notis portal.
- 2Create an automation and ask Notis to summarize the available document types.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the result.
Questions about this workflow
Does this create a document type?
No. It retrieves the available document types.
Can this guarantee a complete list?
The action retrieves a paginated list. Results depend on pagination and the response from Better Proposals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Better proposals. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Company
Creates a new company.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Type
Creates a new document type.
Create Proposal Cover
Creates a proposal cover design.
Get All Companies
Lists all companies.
Get All Currencies
Lists all available currencies.
Get All Document Types
Lists available document types.
Get All Proposals
Lists all proposals.
Get All Quotes
Lists all quotes.
Connect any two apps with Notis in the middle.
Ai ml api and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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